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Functions Available From Every Screen

There are several functions available throughout Account Management. On a desktop, these functions are represented by the icons at the top of the screen and summarized below. Click the links for more details.

Open/Close Menu - Click this icon to hide or show the main menu.

Opens a drop-down menu that provides access to the following functions:

  • Pending Items - Displays all pending items, including outstanding document submissions or funding requests for your account, or in the case of a multiple account structure, for the selected account. The current number of pending items appears on the Pending Items icon.
  • Corporate Actions - Displays all current corporate actions for your account, or in the case of a multiple account structure, for the selected account. The current number of corporate actions appears on the Corporate Actions icon.
  • Messages - Displays all current Client Service messages, such as responses to inquiries for your account, or in the case of a multiple account structure, for the selected account. The current number of messages appears on the Messages icon.
Chat - Chat live with a Client Services representative.
Language Selector - Lets you change the display language.
User Menu - Gives you access to user-level settings (as opposed to account-level settings) and the Log Out function.
Account Selector - If you have multiple accounts and account partitions, the Account Selector lets you quickly select a different account to perform Account Management tasks in that account. Many functions in Account Management require you to select an account before you can do anything.